Alpha Financial Advisors, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 660 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 3.7%.

Quarter-by-quarter ownership
Alpha Financial Advisors, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$3,514,854
-4.3%
134,155
-0.8%
2.23%
-3.1%
Q2 2023$3,672,058
+4.7%
135,251
-1.8%
2.30%
-5.6%
Q1 2023$3,507,825
-1.5%
137,670
-6.2%
2.44%
-21.3%
Q4 2022$3,562,890146,7423.09%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 5,328,872$146,970,28070.41%
Steward Financial Group LLC 2,696,496$74,369,00066.27%
SJS Investment Consulting Inc. 7,188,611$198,262,00060.64%
Greenspring Advisors, LLC 6,739,977$185,888,00049.34%
WorthPointe, LLC 2,139,600$59,010,00047.40%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 1,779,755$51,559,00046.19%
ShankerValleau Wealth Advisors, Inc. 2,379,201$65,618,00039.33%
Shearwater Capital LLC 1,510,453$41,678,00038.40%
Forum Financial Management, LP 28,186,840$777,393,00037.51%
Austin Asset Management Co Inc 4,249,269$117,195,00037.21%
View complete list of DIMENSIONAL ETF TRUST shareholders